Brad Lundberg, Financial Advisor located in Monument, CO

Financial Advisor
Brad A Lundberg

CFP®, AAMS®
16055 Old Forest Pt Suite 100, Monument, CO 80132opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Values and Faith Based Investing
  • Retirement Income Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Vintage Cars
  • Mountain Biking

Team Members

  • Cindy Puckett
    Sr. Branch Office Administrator
    FPQP®
  • CJ Plummer
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(719) 481-0043

Fax

(888) 217-1849

Office Address

16055 Old Forest Pt Suite 100
Monument, CO 80132opens in a new window

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